Your CRM Doesn't Have to be Expensive: Manage Clients & Leads inside Notion

​Your CRM Doesn’t Have to Be Expensive: Managing Clients and Leads Inside Notion

​Keeping track of leads and clients shouldn’t require an expensive platform, a complicated setup, or another subscription you barely use.

​In this practical Notion Online Workshop, you’ll learn how to build a simple, affordable CRM inside Notion. We’ll create one organized place to capture new leads, manage client relationships, track conversations, and see exactly where every opportunity stands.

​Designed with ADHD solopreneurs in mind, this system will help you keep important details visible and reduce the mental load of remembering who needs a reply, what happens next, and where each project stands.

​You’ll leave with:

• ​A clear structure for organizing leads and clients in Notion

• ​A simple pipeline for tracking each stage of a relationship

• ​An easy way to record conversations, notes, and next steps

• ​ADHD-friendly follow-up reminders and views

• ​A system for connecting contacts with projects and tasks

• ​A flexible CRM you can adapt as your business grows

• ​Practical ideas for maintaining your system without creating extra busywork

​This workshop is perfect for ADHD solopreneurs, freelancers, consultants, coaches, creators, and small business owners who want a clearer way to manage relationships without paying for an oversized CRM.

​No advanced Notion knowledge is required. Bring your questions and follow along as we build a practical system you can begin using immediately.

​Wednesday, November 11, 2026
12:00 PM CST
Online Notion workshop